By Yahoo Finance Video
Publication Date: 2026-06-11 20:35:00
00:00 Josh
Oracle expects reported capital expenditures of around $90 billion in 2027. Investors thought: OK, it was solid results, but what will the returns from all this spending look like?
00:09 Brooke
And that’s what investors are really afraid of. This was Oracle’s worst day in about six months as the company invests huge sums in AI infrastructure. And investors really want to see the return on that right now. They want to make sure that all the money they provide comes back. and there is a lot of uncertainty about whether the demand for artificial intelligence can actually justify how much they are spending on it. And I think that’s where a lot of the fear comes from today. I mean, we saw the stock fall about 13%. Now it’s still heading towards the closing price, which is still down about 9%. and Josh, like I said, this is the worst day Oracle has had in about half a year and…
